CRM connector not syncing latest data

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Marchbank Couriers: documents · CRM connector not syncing latest data

Lorna reported the CRM connector showed healthy status but had not pulled new records in two days. Bethan asked her to check for new records in the CRM and audit logs. Lorna found and resolved an authentication issue on the IT side.

Priority normal

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What happened

What this says

Current to 11 Oct 26

Lorna reported the CRM connector showed healthy status but had not pulled new records in two days. Bethan asked her to check for new records in the CRM and audit logs. Lorna found and resolved an authentication issue on the IT side.

Problem: The connector appeared healthy but was not bringing new data through, affecting data freshness. Handling: Bethan asked Lorna to verify new records existed in the synced tables and check CRM audit logs for errors. Lorna discovered an authentication issue on their IT side, resolved it, and syncing resumed. Watch: The customer diagnosed and fixed the issue themselves, a good sign of engagement.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryconnector_sync

Channelweb

First response (min)66

CSAT5

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created · Lorna Wishart 15 Oct 2024 15:16
Our CRM connector seems to have stopped pulling in new data. The connector shows green but the record counts haven't changed in a couple of days. Can you check what's happening?
public_reply · Bethan Lister 15 Oct 2024 16:22
Hi Lorna, thanks for flagging this. Just so I've got this right: the connector status looks healthy but no new records are coming through. Can you check in your CRM that new records are being added to the tables we're syncing? And let me know if you see any errors in the CRM audit log around the sync time.
public_reply · Lorna Wishart 16 Oct 2024 16:55
I checked the CRM and we were having an authentication issue. IT have sorted it now and the connector is pulling data again. Thanks for pointing us in the right direction.
status_change · Bethan Lister 18 Oct 2024 16:03
status_change · 22 Oct 2024 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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